National Life University Booklet

• Leadership
• Employee
• Technology
• eLearning
• Wellness/Life
• Lunch & Learn Programs
NLGroup University
Training & Development Offerings
July – December
2011
69064 MK10849(0511) TC62762(0611)
30%

1
Welcome to NLGroup University,
the development and training program
for all National Life Group employees.
In our commitment to provide diverse training and
development opportunities to help employees meet the
business-needs and objectives of National Life Group,
we are pleased to share the July through December
educational offerings and also make you aware of new
and expanded programs.
We continue to offer a variety of development opportunities,
lunch and learn sessions, as well as special programs
to help employees meet their highest potential by
strengthening their skills, knowledge and competencies.
Courses are held in Montpelier and Dallas, with some classes
being offered via teleconference, WebEx and eLearning.
With the company initiative to upgrade Microsoft Office
in 2011, technology courses will not be offered on site
this term. Anyone requiring technology training in
Montpelier may attend classes at the Panurgy Learning
Center in South Burlington. If five or more employees
need to take a class, training can be arranged on-site.
To make arrangements to take a technology class, contact
your Business Partner or Bonnie Cortese at Ex. 3273.
Dallas employees - please contact your Business Partner to
determine New Horizon options. When all our systems
are operating on the new version, we will offer a robust
schedule of on-site technical courses featuring Microsoft
Office 2010.
We want to make you aware of several new offerings
this term and remind you about recent additions.
New Competencies – New Courses:
We are happy to introduce Business Acumen and
Drive for Results courses to address the updated
NLGroup Core Competencies.
Business Acumen – A fundamental course for employees
who want to better understand our business by gaining
an overview of how to access available resources for
building business acumen.
Drive for Results – A course for employees who want to
focus on their bottom-line performance and consistently
achieve specific business goals.
How We Make Money – This lunch and learn
series beginning in June is also a great way to develop
business acumen.
New and Recent Additions:
Learning to Use Major Social Media Sites – A hands-
on lab to demonstrate use of major social media sites
like Facebook and LinkedIn. Explore how to use social
media in your personal life, and learn about corporate
policies for business use of social media.
Transition to Management at NLGroup – A required
course to help create a solid platform for performance
excellence as a new front line manager.
Other courses added recently include:
• Innovation Skills
• Meeting Facilitation
• Problem Solving and Decision Making
• SBI – Giving Feedback
New Lunch & Learn/Special Programs:
NECI Series – New England Culinary Institute will
continue to offer their successful series of classes
related to food, wine, nutrition, as well as healthy
cooking some with a Spanish and Mexican flavor.
Demystify Social Media – A great introduction to social
media like Facebook, LinkedIn and Twitter for personal use.
Parenting on Track Program®
– This popular six-week
evening program which returns in September is open to
NLGroup employees, their families and friends, and the
local Montpelier community.
Building Tour & Company History – Join our resident
historian, Brian Lindner, on a lunch-time tour of the
Montpelier building to learn some fascinating stories
about our culture and history.
Wellness – Our regular one-hour wellness lunch
sessions offer a wealth of knowledge and tools to help
balance your work and life beyond NLGroup.
Managing Garden Pests Organically – Learn to manage
your garden without pesticides using organic IPM practices.
We hope you find the tools here to help you meet your
developmental goals. We look forward to seeing you
in class! Let’s build an NLGroup where business and
people grow together!
Mary A. Putnam 2nd Vice President &
Paul Lambe, Senior Training Consultant
Organizational Development & Training

2 3
2
How To Enroll
1. Log on to the employee portal and click Development.
2. On the Training & Education page, click the link – online via the Ultipro web, and log into Ultipro.
3. Click My Company, then Training Schedule. The list of classes and other programs will appear.
4. Click the class name to review class content and to enroll.
5. You will receive an email confirming your enrollment, however you will need to add
the class date and time to your Outlook calendar.
To enroll in a LOMA course, contact Bonnie Cortese at extension 3273
or email NLGroupUniversity@nationallife.com.
Contents
Leadership pgs. 6 – 11
Accounting & Finance for Non-Financial Managers
Business Acumen
Coaching & Feedback
Core Competency Building for Employees
Delegation Skills (2-session class)
Developing Highly Effective Teams
Developing Others
DiSC Personal Profile, Understanding Your Work Style
Digging Deeper with DiSC
Drive for Results
Generational Diversity
Giving Feedback Using SBI (Situation Behavior Impact) Model
Goal Setting
Innovation Skills (2-session class)
Leadership Core Competencies & Self Development
Leading Organizational Change
Learning to Use Major Social Media Sites
Motivating Others
Managing Employee Conflict with DiSC
Meeting Facilitation
Problem Solving and Decision Making (2-session class)
Project Management Practicum
Stress Management in the Workplace
Time Management
Transition to Management at NLGroup
Employee pgs. 12 – 17
Business Acumen
Digging Deeper with DiSC
Driving for Results
Effective Communication Skills
Effective Listening Skills
Great People, Great Service - Customer Experience Management
Leading Organizational Change
Learning to Use Major Social Media Sites
LOMA Courses & Designation Programs
OnBase
Preparing & Delivering Effective Presentations
(2-session class)
Professionalism in the Workplace
Project Management Practicum
Proofreading & Editing
Resume Writing for the Next Job at NLGroup
Stress Management in the Workplace
Telephone Skills
Time Management
Writing Effective Emails
Technology pgs. 16 – 23
Access 2003: Level 1
Amazing Macros in Excel 2003
Crystal Report Writing: Level 1 (2-session class)
Excel 2003 Essential Shortcuts
Excel 2003: Level 1
Excel 2003: Level 2
Excel 2003: Level 3
Excel 2003: Power User
Outlook 2003: Level 1
PowerPoint 2003: Level 1
Technology (continued) pgs. 16 – 23
SQL Fundamentals
Visio
Windows SharePoint Services (2-session class)
Word 2003: Level 1
Word 2003: Level 2
Word 2003: Level 3
eLearning pgs. 22 – 25
Business Acumen
Coaching & Feedback
Developing Others
Drive for Results
Ethical Standards & Code of Conduct
Ethical Standards & Code of Conduct Refresher
Generational Diversity in the Workplace
Goal Setting
Harassment in the Workplace
Information Security Awareness
Leadership Core Competencies & Self Development
LOMA 281: Meeting Customer Needs with
Insurance & Annuities
LOMA 291: Improving the Bottom Line:
Insurance Company Operations
Motivating Others
Wellness / LIFE pgs. 26 – 27
Caring for the Caregiver
Dallas Wellness Programs
How to Achieve Good Emotional Health
How to Develop Healthy Habits in Your Child(ren)
Managing Garden Pests Organically
Parenting On Track Program®
Personal Resiliency in Times of Change
Presenting Your Best Professional Image
Single Parenting
Financial Literacy
Lunch & Learn Workshops pgs. 28 – 29
6 Steps to Financial Success
College Planning – The New Math
Seeking a Tax-Free Retirement
The Blueprint for Financial Success
Understanding Your Credit Score
Understanding Your Tax Responsibilities
“How We Make Money”
Lunch & Learn Series pgs. 30 – 31
How National Life Group Makes Money
How We Sell Our Products
The Promises We Sell
What is a Broker/Dealer Firm?
What is Sentinel/National Accounts?
NLGroup Building Tour, History
& Green Initiative pgs. 30 – 31
National Life Group’s “Green” Initiative
NLGroup Montpelier Building Tour & Company History
Social Media pgs. 30 – 31
Demystify Social Media
Business Continuity Planning pgs. 32 – 35
Business Continuity Plan Review & Approval
Emergency Operations & CBCM Program Policies &
Procedures New Hire Orientation (Montpelier Campus)
Guest House Disaster Recovery (DR) Technology Review
How to Define & Maintain Applications (LDRPS-M3B)
How to Define & Maintain Business Requirements (LDRPS-M3A)
How to Define & Manage Business Processes (LDRPS-M2)
How to Publish Plans & Manage Documents (LDRPS-M5)
How to Write the Business Continuity Action Plan &
Document Business Process Procedures (LDRPS-M4)
Introduction to LDRPS 10 & Basic Plan Elements (LDRPS-M1)
NōtiFind Training for Sub-Administrators
Other Programs pgs. 36 – 37
Audio CDs - Your Listening Library
Emerging Women Leaders
LIMRA InfoCenter
Toastmasters Club
Tuition Reimbursement
NECI Summer Series pgs. 38 – 39
The Mario Experience - Culinary/ Conversational Spanish
with Chef Mario (4-week evening program)
Tapas Demonstration & Tasting
Paella Demonstration & Tasting
Flavors of Mexico Demonstrations & Tasting
The Kitchen Garden
Nutrition for a Healthy Life Lecture & Demonstration

4 5
Leadership Essentials Certification
Coaching & Feedback
Delegation Skills
(aka Strengthening Interpersonal Styles with DiSC
or Understanding Work styles with DiSC)
Motivating Others
Transition to Management at NLGroup
Talent Development Certification
Developing Others
Goal Setting
Performance Management
Conflict Management Certification
Handling Difficult Conversations
Managing Employee Conflict
Informing (Communication)
Certification
Effective Communication Skills
Telephone Skills
Building Effective Teams Certification
Developing Highly Effective Teams
Tips for Managing Telecommuters & Remote Employees
Core Competency Building for
Employees Certification
Effective Communication
Writing for Clarity
Career Preparation Certification
Effective Communication
Effective Listening
Excel Level 1
Great People, Great Service - Customer Experience Management
Interviewing Skills for Jobs at NLGroup
LOMA 281
LOMA 291
OnBase
Resume Writing for the Next Job at NLGroup
Setting the Stage for Career Success
Certification of Achievement
Competency building is the process of acquiring skills, knowledge and practice in specific areas. To
enhance your learning experience, specific NLGroup University courses have been identified to assist
in your skill building and development in a specific competency. After completing the required courses
identified in the competency series you receive a Certification of Achievement.
Other Programs:
Audio CDs - Your Listening Library
pgs. 36 – 37
Best-selling audio books on a variety of business and
personal development topics are available for all employees
to “borrow” through a lending program.
Emerging Women Leaders pgs. 36 – 37
Calling Women Managers and Emerging Leaders! During a
six-week, one-hour session, we will explore our “strengths” and
determine how to leverage them in leadership roles here at
NLGroup. The Strengths Finder Profile and accompanying book will
be used to assess our top five signature themes. This information
will guide the conversations and stimulate different development
opportunities. Come join this interactive and collaborative group
setting. (Limit 10)
Employee Mandatory Online Courses
All employees, temporary employees, interns and consultants
are required to complete the following three online courses
within the first 5 business days of being granted access to the
National Life Group computer systems:
• Information Security Awareness
• Ethical Standards and Code of Conduct
• Harassment in the Workplace
All employees hired prior to 2010 are required to
complete the Ethical Standards & Code of Conduct
Refresher course by July 31, 2011.
To access the courses, refer to the eLearning pages 22-25.
LIMRA InfoCenter pgs 36 – 37
A source for information on life and health insurance,
employee benefits and pensions, financial services and
many other hot topics.
pgs. 36 – 37
A six-week evening program for parents who seek to enhance
their parenting skills.
Toastmasters Club pgs. 36 – 37
Employees who wish to become more confident and comfortable
before an audience meet twice a month to hone their
presentation skills.
Tuition Reimbursement Program pgs. 36 – 37
The NLGroup college course reimbursement program
allows employees to take advantage of external offerings to
improve current job skills or to prepare for positions
of greater responsibility.
Contents
Leading Organizational Change: “This course
was so timely and includes a variety of useful lessons to
learn for just about everyone. It gave me ideas and actions to
implement, and it gave me new perspectives on how change effects our
company and the individuals who make it up. I highly recommend this course.”

7
LeadershipLeadership
Course Title Audience Prerequisites Date / Time of Class Instructor & Location Course Outline
Accounting & Finance
for Non-Financial
Managers
Managers who would like to
better understand financial
reporting
Must be a manager
Or
Approval from manager
Wed., November 2 • 9 am – 3 pm
Mike Dellipriscoli &
Dave Sanguinetti
Corp. Classrooms A & B
• Learn to understand and speak the language of finance and accounting
• Learn practical financial concepts and skills to help make better
management decisions
• Understand NLGroup financial terms and results
Business Acumen
Managers who would like a
better understanding of how
our businesses work
Must be a manager
Or
Tues., August 23 • 1 – 4 pm (Dallas)
Fri., August 26 • 8:30 – 11:30 am (Dallas)
Wed., August 31 • 9 am – 12 pm
Tues., September 27 • 9 am – 12 pm
Tues., October 4 • 1 – 4 pm
WebEx:
Thurs., November 3 • 9:30 – 11:30am
Mary Putnam Paul Lambe
Location as specified in Ultipro
• A fundamental introduction to NLGroup business
• Acquire a broad understanding of how our business works
• Learn about our customers, competitors, and where our business originates
• Gain a clearer understanding of product development’s role
• Learn how to access different resources to develop your perspective of the business
Coaching Feedback
All managers are required to
take this course
Must be a manager
Or
Tues., November 29 • 9 am – 12 pm
WebEx:
Tues., December 13 • 2 – 4 pm
Corp. Classrooms A B
• Review NLGroup’s coaching model
• Become familiar with tools designed to help managers collaboratively work with direct reports
• Learn how to deliver effective feedback
• Become skilled at modifying coaching strategy to fit a specific situation
• Prepare for a real coaching situation
Core Competency
Building for Employees
All employees are encouraged
to take this course
Wed., July 20 • 9 am – 12 pm
Thurs., August 25 • 1 – 4 pm (Dallas)
Tues., December 6 • 9 am – 12 pm
WebEx:
Wed., October 5 • 10 am – 12 pm
• Gain an understanding of core competencies and how to apply them to
understand the behaviors expected of NLGroup employees
• Gain an understanding of individual strengths and development needs
• Create an action plan to address individual developmental needs
Delegation Skills
(2-session class)
All managers are required to
take this course
Must be a manager
Or
Session 1:
Wed., July 20 • 9 am – 12 pm
Session 2:
Wed., July 27 • 9 am – 12 pm
Paul Lambe
• Learn and master the skill of getting work done through others
• Examine the four major functions of delegating: planning, organizing,
motivating, and controlling
• Develop your ability to judge readiness of an employee to take on a project
and instill confidence in the employee to get the job done
Developing Highly
Effective Teams
All managers are encouraged
to take this course
Must be a manager
Or
• Introduce best practice model for highly effective teams
• Transfer highly effective team concepts to each business day
• Start to think and act according to team principles
Developing Others
All managers with direct
reports are required to take
this course
Must be a manager
Or
WebEx:
Wed.,November2•10:30am–12:30pm
• Understand the manager’s role in the employee developmental process
• Identify methods and opportunities for developing employee performance
• Generate ideas for “development in place” activities
• Create developmental plans for direct reports
• Together develop career aspirations with your employees
DiSC Personal Profile,
Understanding Your
Work Style
All managers are
encouraged to take this
one-session course
None
Wed., July 20 • 1 – 4 pm
Mon., August 22 •8:30–11:30am (Dallas)
Tues., September 13 • 1 – 4 pm
Mary Putnam
• Complete on-line self-assessment for personal profile
• Examine four distinct work-style behaviors
• Increase knowledge of your own unique behavioral patterns
• Recognize communication styles and needs of direct reports and other employees
• Gain appreciation for different motivational environments
• Use tool daily to effectively manage a diverse workforce
Digging Deeper
with DiSC
Managers and employees who
have taken DiSC Personal Profile
Must have previously
taken DiSC Personal
Profile Class
Wed., August 24 • 1 – 4 pm (Dallas)
Wed., September 7 • 9 am – 12 pm
Wed., December 7 • 9 am – 12 pm
Mary Putnam
• A second session for employees who took DiSC Personal Profile and want more
• Discover different work styles using the DiSC Personal Profile tool
• Examine the various communication styles based on personal profiles
• Learn how others are likely to react to what you say and do based on both your styles
• Learn to modify your communication style to enhance relationships based on
DiSC Personal Profile6

9
Leadership (continued)
Course Title Audience Prerequisites Date / Time of Class Instructor Location Course Outline
Drive for Results
Managers and employees
required to focus on the
bottom-line and consistently
achieve business goals
None
Tues., July 26 • 9 am – 12 pm
Mon., August 22 • 1 – 4 pm (Dallas)
Tues.,August23 •8:30–11:30am(Dallas)
Tues., October 4 • 9 am – 12 pm
WebEx:
Thurs., November 17 • 2 – 4 pm
• Setting goals, focusing on priorities and following through to implementation
• Using best practices that get things done, e.g., Six Sigma
• Gathering and using resources
• Achieving results by managing and empowering others and working with your peers
• Developing the courage to take risks, the impetus to get moving and the persistence
to keep going
• Developing the ability to push yourself and others for consistent results
• Creating a focus on continuous improvement
• Managing stress and celebrating success
to take this course
None
Classroom with Video
Conference to Dallas
Wed., October 5 • 10 am – 1 pm EST
Deb Allen
8th Floor Boardroom, Dallas
• Become familiar with the differences in communication styles, attitudes, work styles,
and acceptance of change among the four generations in the workplace today
• Learn strategies for different feedback styles and cross-generational communication
Giving Feedback Using
SBI (Situation Behavior
Impact) Model
to take this course
Must be a manager
Thurs.,August25•8:30–11:30am(Dallas)
Tues., August 30 • 9 am – 12 pm
Mary Putnam
• Learn the SBI method based on situation, behavior and impact for providing effective
feedback to others
• Obtain valuable tools for giving feedback that is useful, developmental, direct,
behaviorally anchored and non-evaluative
• Practice giving feedback during the session
Goal Setting
this course
Must be a manager
Or
WebEx:
Wed., October 26 • 2 – 4 pm
Bennett Law
• Review NLGroup’s goal setting process and the importance of goal alignment
and cascading goals
• Identify the key business drivers and how to create goals for oneself and others
using the SMART method
Innovation Skills
(2-session class)
Managers or team leaders
interested in developing
innovation in their team
Must be a manager
Session 1
Tues., November 1 • 1 – 4 pm
Session 2
Liz Dallas
• Learn how to cultivate innovation in your team
• Explore how the innovation diffusion curve supports real time solutions
• Practice the art of innovation for just-in-time real world challenges
• Explore creating and immersing yourself in an environment of creativity
• Participate in on-going coaching group discussions to ensure integration of new learning
Leadership Core
Competencies
Self Development
to take this course
Must be a manager
WebEx:
Thurs., November 10 • 10 am – 2 pm
Mary Putnam
• Gain an understanding of leadership characteristics and apply them to
NLGroup’s expectations of leaders
• Understand the behaviors associated with NLGroup’s key leadership competencies
• Gain an understanding of individual strengths and developmental needs
• Create an action plan to address individual development needs
Leading
Organizational Change
to take this course
None Tues., November 15 • 1 – 4 pm
Classroom by Cafeteria
• Understand the dynamics and stages of organizational change
• Recognize and manage the emotional consequences of change
• Identify and learn to successfully navigate through the stages of change
• Examine the characteristics of a change agent
• Determine the leader’s role in organizational change
Learning to Use Major
Social Media Sites
All employees None Thurs., October 6 • 9 am – 12 pm
John Orlando
M 1A
• This is a hands-on lab that shows you how to use major social media sites
• Create a Facebook profile
• Create a LinkedIn profile
• Learn how to use the privacy settings to control your sites
• Explore how you can use social media personally, and corporate guidelines for business use
Motivating Others
All managers with direct re-
ports are required to take this
course
Must be a manager
Or
WebEx:
• Address the three key motivators that employees nationwide have identified
as most important
• Learn how to create on-the-job opportunities to motivate employees
• Differentiate recognition from compensation and identify low-cost/no-cost rewards
8

10 11
Managing Employee
Conflict with DiSC
to take this course
DiSC Personal Profile
Must be a manager
Or
Tues., September 27 • 8:30 – 11:30 am
Deb Allen
People Center Conf. Room D
• Learn the common reactions to managing conflict and how to move into a
non-emotional space
• Discover what to expect from different employees based on their DiSC Personal Profile
• Determine how to resolve conflict and keep it from resurfacing
• Learn how to manage other employees of the department during a time of conflict
• Learn how to turn conflict into productive disagreement
Meeting Facilitation
to take this course
None Wed., October 26 • 9 am – 12 pm
Paul Lambe
• Identify the key components of planning an effective meeting
• Understand and practice key facilitation skills that work
• Learn what factors tend to help a meeting fail or succeed
• Gain tools and templates to deliver a quality agenda and clear minutes
Problem Solving and
Decision Making
(2-session class)
to take this course
None
Session 1
Session 2
Wed., September 28 • 1 – 4 pm
Paul Lambe
• Learn a problem-solving model and problem-solving techniques and how to choose
the right one
• Learn how to clearly define a problem before attempting to resolve it
• Understand the importance of patience and the risk of biases and narrow thinking
• Understand and practice a range of decision-making techniques
• Assess your style and barriers to your decision-making
• Learn how to ensure others understand and are on-board with decisions
Project Management
Practicum
to take this course
None Tues., October 18 • 9 am – 4 pm
Jen Mincar
• Learn how to initiate, plan, execute, monitor/control, and close a project
• Discover how to deal with multiple concurrent and potentially conflicting projects
• Take away a seminar workbook including a process, templates (hard and soft copies),
and exercises with sample solutions and checklists
Stress Management
in the Workplace
to take this course
None Wed., October 19 • 9 am – 12 pm
Dr. Anthony Quintiliani
• Learn how to recognize the stressors in your life
• Look for ways to reduce the amount of stress
• Develop a healthy stress management program to relieve stress and reduce
its harmful effects
Time Management
New managers are encouraged
to take this course
None Wed., November 9 • 1 – 4 pm
Paul Lambe
• Examine time management as self-management by understanding work styles,
identifying work habits, and examining decision making for productive changes
• Learn how to effectively organize and plan work responsibilities
• Examine organizing and planning skills, as well as time management techniques
Transition to
Management at
NLGroup
(2-day class)
New managers are required
to take this course
Must be a manager
Mary Putnam, Paul Lambe
People Center Business Partners
• Day 1:
Title: Transition to Management
Audience: Mandatory for those transitioning to the role of manager for the first time
• Day 2:
Morning Session: Management Operations and Programs
Audience: Mandatory for all managers who are new to management at NLGroup -
optional for all other managers
Afternoon Session: Recruitment and Selection
Audience: Mandatory for all managers who are new to management at NLGroup
optional for all other managers
Delegation Skills:
“Paul is an excellent instructor. Very easy to listen to and makes the class more interesting.”
Innovation Skills:
“I completely enjoyed the course and would like to have this course as a mandatory course that
all managers should take.”
DISC
Personal Profile Class:
“Great course....one of those that you
could keep taking the next step and learn so
much about others and yourself and never get sick
of it! Everyone should have to take this class or one
like it . . . company-wide!”

13
Employee
Business Acumen
Employees who would like a
our business works
Tues., August 23 • 1 – 4 pm (Dallas)
Fri., August 26 • 8:30 – 11:30 am (Dallas)
WebEx:
Thurs., November 3 • 9:30 – 11:30 am
Dallas Training Room
• Acquire a more in-depth understanding of how our business works
• Learn how to become more knowledgeable about various issues that can impact our
business such as policies, trends, technology, and the competition
• Learn how to access different resources to develop a broader perspective of the business
Core Competency
to take this course
Wed., July 20 • 9 am – 12 pm
Thurs., August 25 • 1 – 4 pm (Dallas)
Tues., December 6 • 9 am – 12 pm
WebEx:
(as specified in Ultipro)
DiSC Personal Profile,
Understanding Your
Work Style
to take this course
Wed., July 20 • 1 – 4 pm
Mon.,August22•8:30–11:30am(Dallas)
Tues., September 13 • 1 – 4 pm
Mary Putnam
(as specified in Ultipro)
• Complete on-line self-assessment for personal profile
• Examine four distinct work-style behaviors
• Increase knowledge of your own unique behavioral patterns
• Recognize communication styles and needs of direct reports and other employees
• Gain appreciation for different motivational environments
• Use tool daily to effectively manage a diverse workforce
Digging Deeper
with DiSC
Managers and employees who
have taken DiSC Personal Profile
Must have previously
taken DiSC Personal
Profile Class
Wed., August 24 • 1 – 4 pm (Dallas)
Mary Putnam
• A second session for employees who took DiSC Personal Profile and want more
• Discover different work styles using the DiSC Personal Profile tool
• Examine the various communication styles based on personal profiles
• Learn how others are likely to react to what you say and do based on both your styles
• Learn to modify your communication style to enhance relationships based on
DiSC Personal Profile
Drive for Results
Employees required to focus on
the bottom-line and consistently
Mon., August 22 • 1 – 4 pm (Dallas)
Tues.,August23 •8:30–11:30am(Dallas)
WebEx:
to keep going
Effective
Communication Skills
Employees who want to
improve communication skills
Approval from manager Wed., September 14 • 1 – 4 pm
Paul Lambe
• Expand your communication skills to increase successful interactions with others
• Learn the importance of body language, tone of voice, and usage of words for
effective communications
• Examine communication barriers
improve listening skills
Approval from manager Tues., August 9 • 9 am – 12 pm
Paul Lambe
• Understand listening behavior as it relates to effective communications
• Discover how to diffuse emotional situations
• Learn the communication process of paraphrasing, asking open-ended
questions and reflecting emotional feelings
to take this course
Classroom with Video
Conference to Dallas
Wed., October 5 • 10am–1pm EST
Deb Allen
and acceptance of change among the four generations in the workplace today
12
Employee

15
Employee (continued)
Great People, Great Service
Customer Experience
Management
to take this course
Wed.,August24•8:30–11:30am(Dallas)
• Learn how to deliver service our customers cannot live without
• Understand the NLGroup team customer service expectations
• Find out how to create a positive versus negative customer experience
• Become skilled at hearing the voice of the customer
Leading Organizational
Change
to take this course
Must be a manager
Or
• Understand the dynamics and stages of organizational change
• Recognize and manage the emotional consequences of change
• Identify and learn to successfully navigate through the stages of change
• Examine the characteristics of a change agent
• Determine the leader’s role in organizational change
Learning to Use Major
Social Media Sites
All employees Approval from manager Thurs., October 6 • 9 am – 12 pm
John Orlando
M 1A
• This is a hands-on lab that shows you how to use major social media sites
• Create a Facebook profile
• Create a LinkedIn profile
• Learn how to use the privacy settings to control your sites
• Explore how you can use social media personally, and corporate guidelines for business use
• Maximum 12 participants
LOMA Courses
Designation Programs
Employees interested in career
development in the insurance
and financial services industry
Self Study Program
Contact Bonnie Cortese x3273
for details
Life Office Management Associates
(LOMA)
www.lomalearning.org
Content areas Include: • Securities Suitability
• Annuities • Financial Services Financial Planning
• Communication • Legal, Compliance Ethics
• Customer Service • Life Health Insurance
• Finances Accounting • Operations Administration
• Reinsurance • Retirement Planning
OnBase
Employees who are new to
OnBase
Basic keyboarding skills
Tues., December 13 • 10 – 11:30 am
Marie Pratt
Training Room M1B
• Retrieve documents from OnBase
• Send documents to be imaged (not just paper)
• Test search options
• Contact names
Preparing Delivering
Effective Presentations
(2-session class)
improve their presentation
skills
Session 1:
Wed., October 19 • 1 – 4 pm
Session 2:
Paul Lambe
• Develop the major skills of effective presentations
• Practice giving a presentation
• Study elements of powerful delivery
• Learn how to deal with anxiety and a difficult audience
• Learn to rapidly organize a presentation
Professionalism in the
Workplace
establish credibility in the
workplace
Approval from manager Wed., October 5 • 9 am – 12 pm
Paul Lambe
People Center D
• Learn how to establish credibility
• Go over meeting manners
• Study email and voice mail best practices
• Obtain tips for maintaining professionalism
Project Management
Practicum
Employees who want to learn
how to manage a project
Approval from manager Tues., October 18 • 9 am – 4 pm
Jen Mincar
• Learn how to initiate, plan, execute, monitor/control, and cost out a project
• Discover how to deal with multiple concurrent and potentially conflicting projects
• Take away a seminar workbook including a process, templates (hard and soft copies),
and exercise sample solutions and checklists
Proofreading Editing
improve their proofreading and
editing skills
Approval from manager Tues., September 27 • 1 – 4 pm
Larry Carbonetti
• Learn techniques for accurate proofreading and editing
• Practice proofreading and editing
Resume Writing
for the Next Job
at NLGroup
Employees who want to write
a great resume in preparation
for their next position at
NLGroup
Approval from manager Wed., September 21 • 9 am – 12 pm
Laurie Herbert
People Center Conf. Room D
• Learn how to create an eye-catching professional resume
• Review format styles and methods for keeping content concise through
word usage, presenting skills and accomplishments in the most effective manner
14

17
Stress Management
in the Workplace
to take this course
Approval from manager Wed., October 19 • 9 am – 12 pm
Dr. Anthony Quintiliani
• Learn how to recognize the stressors in your life
• Look for ways to reduce the amount of stress
• Develop a healthy stress management program to relieve stress and
reduce its harmful effects
Telephone Skills
improve their telephone skills
Approval from manager Wed., November 9 • 9 am – 12 pm
Paul Lambe
• Discover what customers really want
• Learn how to deal with difficult callers
• Assess and improve voice quality
• Determine ways to improve one’s phone image
• Develop listening skills for the phone
Time Management
Employes are encouraged to
take this course
Approval from manager Wed., November 9 • 1 – 4 pm
Paul Lambe
• Examine time management as self-management by understanding work styles,
identifying work habits, and examining decision making for productive changes
• Learn how to effectively organize and plan work responsibilities
• Examine organizing and planning skills, as well as time management techniques
Employees who want to write
more effective emails
Approval from manager Tues., August 16 • 1 – 4 pm
Larry Carbonetti
• Examine proper use of emails
• Review email etiquette
• Learn to use the medium effectively
Technology
Employees who work with
tables to create and maintain
records, locate records, and
produce reports based on
information in a database
Basic skills and knowledge
of Windows applications
Mon., August 1 • 9 am - 4 pm
Tues., October 4 • 9 am - 4 pm
Panurgy Instructor
Panurgy Training Center
Contact Bonnie Cortese, ext. 3273 to
make arrangements to attend class
• Manage the data in a database
• Query the database
• Create and modify Access reports
• Examine existing table relationships
• Design simple forms
Employees who create new
databases, tables, and table
relationships; work with and
revise intermediate level
queries, forms and reports;
and integrate Access data with
other applications
Microsoft Access 2003
Level 1 course or have
equivalent knowledge and
skills
Wed., August 10 • 9 am - 4 pm
Fri., October 14 • 9 am - 4 pm
Panurgy Instructor
• Design a simple database
• Create a new database with related tables
• Control data entry by modifying the design of a table to streamline data entry and
maintain data integrity
• Find and retrieve desired data by using filters and joins between tables and within
a single table
Employees who work with
complex related tables, create
advanced queries, forms and
reports; write macros and
perform general database
maintenance
skills
Tues., July 12 • 9 am - 4 pm
Tues., September 13 • 9 am - 4 pm
Panurgy Instructor
• Improve design of a database by restricting existing sets of data
• Use techniques to summarize and present data with queries
• Create macros that improve data entry efficiency and integrity
• Improve the effectiveness of data entry in forms and displayed in reports
• Use utility tools
Employees with a thorough
understanding of advanced
user features of the Access
program and are interested
in learning introductory
administrator skill sets
skills
Thurs., July 21 • 9 am - 4 pm
Fri., September 23 • 9 am - 4 pm
Panurgy Instructor
• Develop a data access page, Pivot Table and Pivot Chart
• Import XML data and export Access data
• Use VBA to automate a business process
• Create and modify a database switchboard and set and modify start-up options
• Add security features to a database and distribute it
Technology
Technology courses may be taken upon request at the Panurgy Learning Center in South Burlington. When
there is a request for 5 or more employees to take a course it will then be scheduled on site in Montpelier.
The Panurgy course schedule is listed below. Contact Bonnie Cortese at ext. 3273 to make arrangements
to attend. Dallas technology course arrangements have not changed.
Note:
When all employees have received the upgrade to Microsoft Windows 7 and MS Office 2010, technical
classes will again be offered on site in Montpelier.
16

19
Technology (continued)
Amazing Macros
in Excel 2003
more in-depth techniques for
creating time-saving Excel
macros
One year intermediate
experience using Excel
2003
Wed., August 24 • 9 am - 4 pm
Tues., October 25 • 9 am - 4 pm
Panurgy Instructor
• Open a workbook containing macros
• Record and run a macro
• Use Microsoft Visual Basic tool bar
• Assign and use shortcut keys
• Use the Visual Basic Editor window
• Assign/delete a macro to a menu
• Create, format, use, and delete custom tool bars and buttons
Crystal Reports: Level I
(2-session class)
Employees who need to create
reports from various data
sources
Basic skills/knowledge of
Windows applications;
familiarity with relational
database concepts such as
tables, fields, and records
and
Mon./Tues., August 8 9
9 am - 4 pm
Panurgy Instructor
• Learn to create, modify, save, and review reports
• Learn basic formulas
• Use the automated features
Excel 2003 Essential
Shortcuts
Employees who want to take
advantage of Microsoft Excel
shortcut capabilities and
timesaving tools
One year intermediate
experience using Excel 2003
Thurs., July 14 • 9 am – 4 pm
Panurgy Instructor
• Organize and create standard and custom data tables using shortcuts
• Identify applicable shortcuts to optimize data
• Execute shortcuts to edit, merge, apply and create spreadsheets
• Use Excel shortcuts to expand, create and modify data features
Excel 2003: Level I
create, format, edit and print
basic Microsoft Excel 2003
spreadsheets
Fri., July 8 • 9 am – 4 pm
Thurs., September 8 • 9 am – 4 pm
Mon., October 3 • 9 am – 4 pm
Panurgy Instructor
• Create a basic worksheet
• Perform calculations
• Develop a workbook
• Customize the layout of the Excel window
• Modify a worksheet
• Print the contents of a workbook
Excel 2003: Level 2
Employees who want to create
templates, sort and filter data,
import/export data, analyze
data, and work with Excel on
the Web
Excel 2003 Level 1 courses
or have equivalent
knowledge and skills
Fri., August 12 • 9 am – 4 pm
Mon., September 26 • 9 am – 4 pm
Panurgy Instructor
• Create and apply templates
• Work with graphic objects
• Sort and filter data
• Create and modify charts
• Calculate with advanced formulas
• Use Excel with the Web
Excel 2003: Level 3
create macros, collaborate
with others, audit and analyze
worksheet data, create
pivot tables and charts, and
incorporate multiple data
sources
Excel 2003 Level 2
course or have equivalent
Mon., August 29 • 9 am – 4 pm
Panurgy Instructor
• Customize workbooks
• Audit worksheets
• Work with multiple workbooks
• Structure workbooks with XML
• Collaborate with others using workbooks
• Analyze data
• Import and export data
Excel 2003: Power User
more in-depth techniques and
shared features of Excel
Advanced user of Excel
2003
Panurgy Instructor
• Use advanced formulas, functions and arrays
• Create advanced graphics
• Analyze and share information
• Perform advanced customization, editing and formatting
how to use Outlook 2003 to
compose and send email,
schedule appointments and
meeting, manage contact
information and tasks, and
use notes
Panurgy Instructor
• Identify components of the Outlook environment and compose/respond
to simple messages
• Use folders to manage mail
• Schedule meetings and appointments
• Create and edit tasks and notes
• Manage contacts and contact information
18

20 21
customize their Outlook
environment, calendar, and
mail messages to meet their
specific need and who also
want to track, share, assign,
and quickly locate various
Outlook items
Outlook 2003 Level I
course or have equivalent
Basic knowledge of Web
browser and email
Panurgy Instructor
• Track work activities using the Outlook Journal
• Customize the calendar by setting various calendar options
• Modify message options
• Make folder information available to other Outlook users
• Assign and track tasks
• Customize the Outlook environment
• Sort, find and color-code items in the mailbox and calendar
Employees with an
intermediate understanding
of Outlook who need to use
Outlook to communicate
using Instant Messaging,
personalize and organize their
mail, organize Outlook items,
share and link contacts, create
forms, and work offline and
remotely
Outlook 2003 Level 2
or have equivalent
browser and email
Fri., August 26 • 9 am – 4 pm
Panurgy Instructor
• Communicate using MSN Messenger
• Personalize your mail by using stationery and signatures
• Organize Outlook items by grouping, creating Search Folders, setting rules,
and applying conditional formatting
• Use contacts to share, link, and communicate information
• Save and archive mail
• Create a custom form
• Set up your computer for offline and remote use
PowerPoint 2003: Level I
Employees who are interested
in learning the fundamentals
needed to create and modify
basic Microsoft PowerPoint
presentations
Panurgy Instructor
• Manipulate an existing PowerPoint presentation
• Create a presentation
• Add tables to a presentation
• Modify objects on slides
• Prepare to deliver a presentation
• Format text slides
• Chart data in a presentation
• Add images to a presentation
work with design templates,
organizational charts, special
effects, Web presentations,
collaboration functionality,
and advanced presentation
delivery
PowerPoint Level 1 or have
skills
and
Panurgy Instructor
• Create a design, template, organization charts and diagrams
• Add special effects to slides
• Create a Web-based MSOffice PowerPoint 2003 presentation
• Use an MSOffice PowerPoint 2003 presentation for collaborative workgroup review
• Use functionality to deliver live, self-service and online presentations
SQL Fundamentals
Employees who want to use
SQL to query a database
Basic computer, familiarity
with concepts related
to database structure/
terminology
and
Thurs., August 4 • 9 am – 4 pm
Thurs., October 6 • 9 am – 4 pm
Panurgy Instructor
• Connect to an SQL server database and execute a simple query including a search condition
• Use various functions based on the data types to perform calculations on data
• Organize the data obtained from the query before it is displayed on the screen
• Retrieve data from tables, format the output, save the result, and generate a report
Visio
Employees who want to use
Visio to create advanced
diagrams
and
Panurgy Instructor
• Identify various types of drawings which can be created using Visio
• Drag shapes from Visio stencils and resize, rotate, align, and transform them
• Increase productivity with smart features, such as numbering shapes automatically,
duplicating shapes quickly, grouping, and aligning
• Create a flowchart, a cross-functional flowchart, and create organization chart
Windows SharePoint
Services (2-session class)
Employees who access
information on a Windows
SharePoint team site or
SharePoint site owners who
are responsible for creating
and managing a team website
Experience as a power user
in any application in the
MS Office suite
Experience with an Internet
browser product
Experience with information
management is also useful
and
Tues./Wed., August 30 31
9 am – 4 pm
Panurgy Instructor
• Examine collaboration technology and Windows SharePoint Services 3.0 team sites
• Work with lists and libraries
• Communicate with team members
• Work remotely with SharePoint content
• Customize your SharePoint environment
• Create a team site
• Perform basic site administration

22 23
Word 2003: Level 1
Employees who need to learn
Word 2003 to create, edit,
format, and print business
documents complete with
tables and graphics
Panurgy Instructor
• Create a basic document
• Format text and paragraphs
• Add tables and graphic elements to a document
• Control a document page setup and its overall appearance
• Edit documents by locating and modifying text
• Use Word tools to make documents more accurate
Word 2003: Level 2
how to create and modify
complex business documents
as well as use customized Word
efficient tools
Microsoft Word 2003
Level 1 or have equivalent
Wed., July 20 • 9 am – 4 pm
Panurgy Instructor
• Manage data in lists
• Customize formatting
• Create customized graphic elements
• Perform mail merge
• Customize tables and charts
• Work with custom styles
• Control text flow
• Automate common tasks and document creation
Word 2003: Level 3
how to use the more advanced
features of Word 2003 to create,
manage, revise, and distribute
long documents, forms, and
Web pages
Word 2003 Level 1 and 2
courses or have equivalent
browser and email
Panurgy Instructor
• Use Word with other programs
• Make long documents easier to use
• Use XML in Word
• Add reference marks and notes to a document
• Collaborate on documents
• Create Web pages and forms
• Secure documents and document information
eLearning
Business Acumen
Employees who would like a
our business works
WebEx:
Thurs., November 3 • 9:30 – 11:30 am
https://nationallife.webex.com
• Acquire a more in-depth understanding of how our business works
• Learn how to become more knowledgeable about various issues that can impact our
business such as policies, trends, technology, and the competition
• Learn how to access different resources to develop a broader perspective of the business
Coaching Feedback
All managers with direct reports
are required to take this course
Must be a manager
Or
WebEx
Tues., December 13 • 2 – 4 pm (EST)
• Review NLGroup’s coaching model • Prepare for a real coaching situation
• Become familiar with tools designed to help managers collaboratively
work with direct reports to improve performance
• Learn how to deliver effective feedback
• Become skilled at modifying coaching strategy to fit a specific situation
Core Competency
to take this course
WebEx:
Developing Others
All managers with direct reports
are required to take this course
Must be a manager
Or
WebEx
Wed., November 2
10:30 am – 12:30 pm
• Understand the manager’s role in the employee developmental process
• Identify methods and opportunities for developing employee performance
• Generate ideas for development in place activities
• Create development plans for direct reports
eLearning

2524
eLearning (continued)
Drive for Results
Employees required to focus on
the bottom-line and consistently
WebEx:
to keep going
Ethical Standards
and Code of Conduct
All new employees are
required to take this course
None
To be completed during first
week of employment, scheduled
during Orientation.
Contact Bonnie Cortese, ext. 3273
• Become familiar with appropriate and ethical business practices
• Examine NLGroup’s core ethical values
• Become aware of individual legal obligations as an employee of NLGroup
Ethical Standards
Code of Conduct
Refresher
All employees hired prior to
January 2010 are required to
take this course
None To be completed by July 31, 2011 Contact Bonnie Cortese, ext. 3273
• Become familiar with appropriate and ethical business practices
• Examine NLGroup’s core ethical values
• Become aware of individual legal obligations as an employee of NLGroup
in the Workplace
to take this course
Video Conference
(EST)
Deb Allen
Video Conference to Dallas
and acceptance of change among the 4 generations in the workplace today
Goal Setting
this course
Must be a manager
Or
WebEx
Wed., October 26 • 2 – 4 pm (EST)
Bennett Law
• Review NLGroup’s goal setting process and the importance of goal alignment
and cascading goals
• Identify the key business drivers and how to create goals for oneself and others
using the SMART method
Harassment in the
Workplace
None
To be completed during first week
of employment, scheduled during
Orientation
• Become familiar with NLGroup’s anti harassment policy
• Examine possible responses to typical events
• Participate in interactive skill-building tests
Information
Security Awareness
None
To be completed during first week
of employment, scheduled during
Orientation
• Define information security
• Examine real-world security issues (e.g., identity theft, fraud)
• Learn how to ensure computer security at work and at home
Leadership Core
Competencies
Self Development
to take this course
Must be a manager
WebEx:
Thurs., November 10 • 10 am – 2 pm
Mary Putnam
• Gain an understanding of leadership characteristics and apply them to
NLGroup’s expectations of leaders
• Understand the behaviors associated with NLGroup’s key leadership competencies
• Gain an understanding of individual strengths and developmental needs
• Create an action plan to address individual development needs
LOMA 281:
Meeting Customer
Needs with
Insurance Annuities
All employees who desire
to better understand
NLGroup’s business
As scheduled by participant
Contact Bonnie Cortese, x3273,
for details
(LOMA)
eLearning via
https://www.lomalearn.org
• Become familiar with the principles of insurance
• Learn the process of becoming insured
• Understand policy owners’ contractual rights
• Learn the various features of individual and group life insurance,
health insurance, and annuity products
• All LOMA courses are 100% prepaid by the company
LOMA 291: Improving
the Bottom Line:
Insurance Company
Operations
All employees who desire
to better understand
NLGroup’s business
As scheduled by participant
Contact Bonnie Cortese, x3273,
for details
(LOMA)
eLearning via
https://www.lomalearn.org
• Learn about the operations, functions, and product development basics unique
to the insurance industry
• Review how a company’s success depends on its operation efficiency and effectiveness
• Determine how your role contributes to the company’s financial success
• All LOMA courses are 100% prepaid by the company
Motivating Others
this course
Must be a manager
Or
WebEx
Tues., November 8 • 2 – 4 pm (EST)
• Address the three key motivators that employees nationwide have identified
as most important
• Learn how to create on-the-job opportunities to motivate employees
• Differentiate recognition from compensation and identify low-cost/no-cost rewards
eLearning (continued)

27
Caring for the Caregiver All employees None Mon., July 18 • 12:30 – 1:30 pm EST
Dr. Bill Nash
Corp Classrooms A B
with video conference to
Dallas 8th Floor Boardroom
• Identify the warning signs of caregiver stress and burnout
• Learn self-care techniques that will enable you to maintain your wellness as a caregiver
• Become aware of resources for information and support
Dallas Wellness
Programs
All employees None On-going Dallas
• Offers various learning opportunities
• Sponsors fun activities and events
How to Achieve Good
Emotional Health
All employees None Wed.,November16•12:30–1:30pm EST
Dr. Bill Nash
Corp Classrooms A B
• Learn what constitutes good emotional health
• Increase self-awareness
• Identify strategies to manage your emotions
• Understand ways to enhance your motivation
• Develop and strengthen empathy and social skills
How to Develop
Healthy Habits in Your
Child(ren)
All employees None Mon., August 15 • 12:30 – 1:30 pm EST
Dr. Bill Nash
Corp Classrooms A B
• Learn about the problem of childhood obesity and how to prevent or reverse
the problem in your family
• Become aware of good nutrition habits to start at home
• Learn ways to increase your child’s activity level
• Increase awareness about how to be a good role model
Managing Garden
Pests Organically
All employees None Wed., July 27 • 12–1pm
Karen Johnston
Corp Classrooms A B
• Identify and manage weeds
• Identify and manage pests
• Discuss the benefits of integrated pest management (IPM) from economic and
environmental standpoints
• Manage your garden without pesticides, using organic IPM practices
Parenting On Track
Program®
All employees None
6 week program
Tuesdays from 6:30 – 8:30 pm
September 13, 20 27
October 4, 11 18
Vicki Hoefle
Corp Classrooms A B
• Develop a proactive parenting approach based on building confidence,
self-reliance, and independence
• Use a diagnostic framework to assess where your family is today and use tools to move
intentionally toward your vision for the future
• Learn to eliminate “useless” behaviors such as whining and power struggles
• Show children that they are capable and important members of the family
• $50 per parental unit, scholarships available
• Baby sitting available
Personal Resiliency in
Times of Change
All employees None Wed., December14 •12:30–1:30 pmEST
Dr. Bill Nash
Corp Classrooms A B
• Know the definition and characteristics of a resilient person
• Be aware of your own skills and strengths
• Keep your sights on the “Big Picture”
• Develop personal resilience for moving through change
Presenting Your Best
Professional Image
All employees None Mon., October 17 • 12:30 – 1:30 pm EST
Dr. Bill Nash
Corp Classrooms A B
• Learn strategies for projecting a confident, professional image in the workplace
• Assess the impact of your nonverbal communication on your workplace image
• Clarify appropriate workplace attire
Single Parenting All employees None Wed.,September14•12:30–1:30pmEST
Dr. Bill Nash
• Aspects of single parenting
• Learn how to manage time more effectively
• Discover how to stretch your dollars
• Develop co-parenting skills
• Learn how to utilize team work and positive discipline strategies
• Explore dating issues
• Develop healthy self-care habits
Wellness / LIFE
Wellness / LIFE
26

29
Wellness / LIFE (continued)
28
Financial Literacy Lunch Learn Workshops
6 Steps to
Financial Success
All employees None Tues., August 30 • 12:30 – 1:30 pm EST
Meredith Augustoni Eddie Rousse*
Corporate Classrooms AB
Financial success is a process that doesn’t happen overnight. It takes years to reach a
point in your life where you can sit back, relax, and enjoy the fruits of your labor. If you
want that to happen sooner than later, you must start now. This presentation explains
6 steps to financial success.
College Planning –
The New Math
All employees None Tues., October 25 • 12:30 – 1:30 pm EST
Scott Hinman
College Planning Associates
Corporate Classroom by Cafeteria
This program outlines an educational approach to college planning. This presentation
will help participants understand the funding options for college, and how the rules
apply to their own unique circumstances.
Seeking a
Tax-Free Retirement
All employees None
Tues., December 13
12:30 – 1:30 pm EST
• Review strategies for keeping more of what you earn
• Examine if you are taking full advantage of your employer’s retirement plan
• Learn about different sources of retirement income and their consequences
• Find out if you are losing tax dollars unnecessarily
• Determine if you make too much money to contribute to a Roth IRA
The Blueprint for
Financial Success
All employees None Tues., July 26 • 12:30 – 1:30 pm EST
Saving and protecting your money is a key element of financial success. Learn some
basic steps about the different options that can be instrumental in developing the
“blueprint” for your financial “house.”
Understanding Your
Credit Score
All employees None
Tues., September 27
12:30 – 1:30 pm EST
Mark Chaffee
Innovative Wellness
Your credit score is one of the most important numbers in your financial picture.
Everything from your mortgage rates and costs, your ability to find a decent rental
property, and even your insurance costs and employment opportunities can be effected
by your credit score. Learn how credit scoring works and, most importantly, how to
maximize your individual score. Course comes with a complimentary single bureau
credit report including your Fico credit score (pre-registration required.)
Understanding Your
Tax Responsibilities
All employees None
Tues., November 29
12:30 – 1:30 pm EST
Instructor TBD
Innovative Wellness
This presentation outlines the issues related to understanding proper record keeping,
deductions, common mistakes, audit risks, and how and when to get help. It also
reviews steps to take to ensure you find the right individual or company to assist you
with your needs.
Financial Literacy Lunch Learn Workshops
Setting the Stage for Career Success:
“This was information with a heart...great course
for February. The information was very helpful to me
and steps I need to make in my personal and professional
self were confirmed. Thank you again to the instructor.”
*Meredith Augustoni and Eddie Rousse are Registered Representatives of, and securities are offered
solely by Equity Services, Inc., Member FINRA/SIPC, One National Life Drive, Montpelier, VT 05401. (800) 344-7437.

30 31
“How We Make Money” Lunch Learn Series
National Life Group Building Tours,
History Green Initiative
National Life Group’s
“Green” Initiative
All employees None Wed., September 28 • 12 – 1 pm
Tim Shea
People Center Conference Room D
• Learn how NLGroup is conserving energy, water, and other natural resources;
reducing waste generation; recycling and purchasing recycled products; and reducing
use of toxic products
• Take a tour to the top of the building to see the solar panels
NLGroup Montpelier
Building Tour
Company History
All employees None Tues., October 11 • 12 – 1 pm
Brian Lindner
Meet at Classroom by Cafeteria
• Learn about the history and culture of NLGroup as you explore our 7th HQ with
“historian in residence” Brian Lindner. Discover the identity of National Life Group’s
real-life model for Indiana Jones
• Uncover the location of a tiny elevator that carried millions of dollars to a structure
designed to survive a nuclear blast!
• Gain a deeper appreciation for our company’s story, its abiding values and
the dynamic changes which have occurred during our 162 years
Social Media
Demystify Social Media All employees None Tues., September 6 • 12:30 - 1:30 pm
John Orlando
Corp Classrooms A B
• This class introduces you to social media such as Facebook, Twitter, LinkedIn and blogs
• Learn how social media has revolutionized politics, marketing, communication, and sales
• Discover how people are using social media, and what systems you could be using to
enhance your work
National Life Group Building Tours,
History Green Initiative
“How We Make Money” Lunch Learn Series
How National Life
Group Makes Money
All employees None Fri., June 10 • 12:30 – 1:30 pm EST
David Sanguinetti
• Learn where NLGroup’s earnings come from
• Discover how much of our earnings comes from our sales
• Gain an understanding of capital and why it is important
How We Sell
Our Products
All employees None Fri., June 24 • 12:30 – 1:30 pm EST
Sam Barton
• Learn how we sell our products through various distribution channels
• Gain an understanding of our targeted markets
• Acquire knowledge about our distribution channels
The Promises We Sell All employees None Fri., July 22 • 12:30 – 1:30 pm EST
Lyndon Clark
• Gain a perspective of what our business is all about and how it has kept our
company stable for 162 years
What is a
Broker/Dealer Firm?
All employees None Fri., August 5 • 12:30 – 1:30 pm EST
Heather Lyon
• Learn more about Equity Services, NLGroup’s Broker/Dealer
• Learn what a Broker/Dealer does
• Gain an overview of what types of business ESI processes and the services offered
• Become knowledgeable on how ESI supports the agents in the field
What is Sentinel/
National Accounts?
All employees None Fri., August 12 • 12:30 – 1:30 pm EST
Kim Hough Jerrod DeShaw
• Learn more about Sentinel and what they do
• Gain an overview of what types of business Sentinel processes
• Learn what services Sentinel offers

33
Business Continuity Planning
Business Continuity
Plan Review Approval
BCP Managers
Orientation to the CBCM
Program BCP
TBA TBA
• Learn how to use Plan Approver functionality in LDRPS to record your review and
approval of business continuity plans for the BCP Groups in your assigned business
area (Requirement for all BCP Managers)
• Understand the criteria for determining if a plan is accurate, complete and actionable,
i.e. likely to result in successful recovery and continuity of critical business processes
during an actual event
Emergency Operations
and CBCM Program
Policies Procedures
New Hire Orientation
(Montpelier Campus)
New Hire Employees
(Exempt Non-Exempt)
Interns
New Hire Vendor Partners
Completed onboarding
process and People Center
New Hire Orientation
First Thursday of every month
9 – 10 am
Instructor TBD
Corp. Classrooms A B M2D
• Overview of Montpelier campus emergency operations procedures related to personal
safety, evacuation, emergency transportation, business interruption event declarations,
and event management. Includes receipt of a Personal Event Response Kit and
confirmation of all emergency operations and business continuity roles and responsibilities
Guest House Disaster
Recovery (DR)
Technology Review
Members of the Guest House
Recovery Team
BCP or Operating Area
Manager Approval
TBA
CBCM NLIT Staff
Guest House
• Learn how to use the computers, telephony, and other technology available for use
of the Guest House as an alternate site during short–term interruption events
NōtiFind Training for
Sub-Administrators
Managers licensed to use
NōtiFind for emergency
communication
Licensed NōtiFind
Sub-Administrators
By app’t., on an individual basis
Instructor TBD
BCP Lab – 1st floor
• Review how to use NōtiFind, our automated notification tool, to send messages to
the entire company and specific personnel groups. (Requirement for all NōtiFind
Sub-Administrators
• Practice logging on to NōtiFind, creating a voice and written message, sending a
message, and tracking responses
LDRPS Modules 1 2
IntroductiontoLDRPS
10BasicPlanElements
(LDRPS-M1)
BCP Liaisons
Orientation to the CBCM
Program BCP
Mon., June 20 • 1 – 3 pm
Thurs., June 30 • 9 – 11 am
Wed., Sept. 21 • 1 – 3 pm
Thurs., Sept. 29 • 9 – 11 am
Wed., Nov. 30 • 1 – 3 pm
Thurs., Dec. 8 • 1 – 3 pm
Instructor TBD
Training Room M1B
• Become acquainted with LDRPS (Living Disaster Recovery Planning System), and
discover how it is used to document and maintain plans enterprise-wide
• Practice how to log-in to LDRPS, use the Plan Navigator, identify the members of your
BCP Group, and write a plan overview
How to Define
Manage Business
Processes (LDRPS-M2)
LDRPS-M1
• Explore how business processes should be defined in LDRPS and their role as the basic
building blocks for all other plan content
• Learn how to prioritize and apply a criticality rating to each business process and why
doing so facilitates planning and disaster recovery
LDRPS Modules 3A 3B
How to Define
Maintain Business
Requirements
(LDRPS-M3A) BCP Liaisons
LDRPS-M1
LDRPS-M2 Wed., June 22 • 9 – 11 am
Wed., July 6 • 1 – 3 pm
Fri., Sept. 23 • 9 – 11 am
Mon., Oct. 3 • 1 – 3 pm
Fri., Dec. 2 • 9 – 11 am
Mon., Dec. 12 • 1 – 3 pm
CBCM Staff
Training Room M1B
• Learn how to identify and document the software and applications that are most critical
to the business processes for your business area
• Practice updating application requirements to keep them current over time
LDRPS-M1
LDRPS-M2
LDRPS-M3A
How to Define
Maintain Applications
(LDRPS-M3B)
• Learn how to identify and describe what is required by your business area during a
business interruption event
Business Continuity Planning
32
Generational Diversity:
“I thought the class was both excellent and
very interesting. I told my manager about
the class and told her I thought all her staff
should attend this one!!”

3534
Business Continuity Planning (continued)
LDRPS Modules 4 5
Business Continuity Planning (continued)
Additional sessions may be scheduled if necessary to meet the training requirements for the various BCP and DR Teams that comprise the
CBCM initiative. E–mail notifications will be sent as scheduling is finalized. Sign–up for all courses is through Ultipro.
How to Write the
Business Continuity
Action Plan Document
Business Process
Procedures (LDRPS-M4) BCP Liaisons
LDRPS-M1
LDRPS-M2
LDRPS-M3A
LDRPS-M3B
Tues., June 28 • 1 – 3 pm
Wed., July 6 9 – 11 am
Tues., Sept. 27 • 1 – 3 pm
Wed., Oct. 5 9 – 11 am
Tues., Dec. 6 • 1 – 3 pm
Wed., Dec. 14 • 9 – 11 am
CBCM Staff
Training Room M1B
• Learn how to write step-by-step action plans for three scenarios of varying scope
and duration
• Discover how to incorporate business process procedures and reference documents
into your plan
LDRPS-M1
LDRPS-M2
LDRPS-M3A
LDRPS-M3B
LDRPS-M4
How to Publish Plans
Manage Documents
(LDRPS-M5)
• Review confidentiality issues related to the publication and distribution of plan content
• Learn how to print all or sections of the plan and submit documents to refine and
enhance your plan
NōtiFind Training for
Sub-Administrators
NōtiFind
Sub-Administrators
Licensed by CBCM
as a NōtiFind Sub-
Administrator
To be scheduled on an
individual basis *
CBCM Staff
BCP Lab
• Review how to use NōtiFind, our automated notification tool, to send messages to the
entirecompanyandspecificpersonnelgroups.(RequirementforNōtiFindSub-Administrators)
• Practice logging on to NōtiFind, creating a voice and written message, sending a
message, and tracking responses
Outlook:
“Everything we discussed was what I needed to know.”
Simple Steps to a Healthy Diet:
“Great class with good information.”
Writing for Clarity:
“The instructor is very energetic and gets input from the students easily.
There were four of us and so the interaction was one on one. He is very good.
This was a very good use of my time.”
Goal Setting:
“The instructor did an outstanding job and the personal
experience he brought to the course was invaluable.”

37
Other Programs
Audio CDs -
Your Listening Library
All employees None 24/7 www.TRLonline.com
• Library of 900+ best-selling audio books on CD regarding business topics and
personal development
• Access the TRW library online to order
- On Home Page, click View the Catalog link
- Enter NLGroup company number 8712
- Browse/search and select CD titles
Emerging Women
Leaders
Women leaders with the basic
skills of leadership who wish
to develop stronger leadership
skills and confidence
Woman manager or
supervisor/team lead
and
Approval of manager
6 Wednesdays 4 - 5 pm
October 5, 12, 19, 26
November 2, 9
Mary Putnam
People Center
Conf. Room D
(Limit 10)
• Explore your hidden, dormant or under-utilized “strengths”
• Determine how to leverage these strengths in your leadership role
• Discover your top five signature themes using the Strengths Finder Profile
• Utilize the accompanying book to guide conversations and stimulate development
LIMRA InfoCenter All employees None 24/7
Infocenter@limra.com
www.limra.com/research/infocenters.aspx
(860) 285–7767
Contact the LIMRA Info Center when:
• You need to find, update, or verify industry statistics
• You need LIMRA Online assistance
• You need current information on particular markets, products, or distribution systems
• You want to talk your project over with someone
Parenting On Track
Program®
All employees None
6 week program
Tuesdays from 6:30 - 8:30 pm
September 13, 20 27
October 4, 11 18
Vicki Hoefle
• Develop a proactive parenting approach based on building confidence,
self-reliance, and independence
• Use a diagnostic framework to assess where your family is today and use tools to move
intentionally toward your vision for the future
• Learn to eliminate “useless” behaviors such as whining and power struggles,
to showing children that they are capable and important members of the family
• $50 per parental unit, scholarships available
• Baby sitting available
Toastmasters Club
Employees who wish to
become more competent and
comfortable in front of an
audience
None
1st and 3rd Wednesdays of each
month (No registration required)
12 - 1 pm
Group Program
People Center
Conf. Room D
• Practice and hone presentation and leadership skills with a supportive group
• Ten-step program grows professionalism and confidence... over lunch!
• $25 new member fee and $27 dues every six months may be covered by your
department... ask your manager
Tuition Reimbursement
Employees who wish to
improve skills in their present
position and to prepare
for positions of greater
responsibility
None N/A N/A
• Available for college-level classes which are job or business related
• Graduate/undergraduate courses offered by an accredited college, university or school
• Reimburses 2/3 of eligible tuition expenses up to maximum of $5,250 per calendar year
for job-related courses
• Reimburses 100% of eligible expenses for job-required courses
• All LOMA courses are prepaid 100% by the company
• For details, refer to the Tuition Reimbursement Policy available on the employee portal
Other Programs
Excel Level III:
“Great teacher I would love to attend more of his classes. So glad I took this class!”
36

38 39
NECI Summer Series
Excursions to Spain Mexico
The Mario Experience -
Culinary/ Conversational
Spanish with Chef Mario
(4 week evening program)
All Employees None TBD
Mario Martinez
NECI Kitchens
• Highly interactive 4-session class
• Participate in culinary/conversational Spanish
• Cost to be determined
• Minimum 6 / Maximum 20 participants
Tapas Demonstration
Tasting
Mario Martinez
NECI Kitchens
• Create small plates for those summer events with friends and family
• Cost of participation to be determined
Paella Demonstration
Tasting
Mario Martinez
NECI Kitchens
• Learn how to make the ultimate Spanish comfort food
Flavors of Mexico
Demonstrations Tasting
Mario Martinez
NECI Kitchens
• Discover there’s more to Mexican food that tacos and chimichangas
Garden to Table Series
The Kitchen Garden All Employees None TBD
NECI Chefs
NECI Kitchens
• Tips on planning and planting for the table
• Planning menus around harvest time
• Participants will leave with a planted herb
Nutrition for
a Healthy Life
Lecture Demonstration
NECI Chefs
NECI Kitchens
• Review the food pyramid
• Discover alternatives to salt, sugar and fat
• Discuss counting calories

National Life Insurance Company Home Office:
One National Life Drive, Montpelier, Vermont 05604 • Telephone: 800-277-9929 • www.nationallife.com
LSW Home Office:
15455 Dallas Parkway, 8th Floor, Addison, TX 75001 • Telephone: 800-579-2878 • www.lifeofsouthwest.com
National Life Group®
is a trade name of National Life Insurance Company, Montpelier, VT, Life Insurance Company of the Southwest, Dallas, TX and
their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance
Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York.
Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company, Member FINRA/SIPC,
One National Life Drive, Montpelier, VT. (800) 344-7437.
Sentinel Investments®
is the unifying brand name for Sentinel Financial Services Company, Sentinel Asset Management, Inc., and Sentinel
Administrative Services, Inc.

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